PYMNTS
03 Jun 2026, 23:47 UTC · 2h ago
Apple to Scrap Vision Pro Successor and Focus on Smart Glasses
- AAPL
- AMZN
- EL
- GOOGL
- GS
- META
- MS
- ai
- augmented reality
- consumer electronics
- hardware
- mixed reality
- smart glasses
- wearables
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PYMNTS
03 Jun 2026, 23:47 UTC · 2h ago
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Story key points
3 claims · impact-rated
Apple has canceled plans for a successor to the Vision Pro headset to prioritize smart glasses with higher mass-market potential. — Signals a retreat from a high-profile hardware category (MR headsets) and a failure to find a scalable path for the Vision Pro line.
-0.40Apple plans to launch display-less AI glasses by 2027, followed by AR/MR equipped smart glasses in 2029. — Creates a clear long-term product roadmap for a new growth category, though the realized impact is delayed by several years.
+0.30Apple's upcoming AI wearables will be integrated with Siri and the iPhone to maintain user lock-in within the Apple ecosystem. — Reinforces the company's strategy of ecosystem synergy, which is a primary driver of Apple's valuation and customer retention.
+0.20Ticker attribution
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Model heads
Reports of unprecedented demand and plans to potentially triple production capacity for Ray-Ban Meta glasses.
Parent company EssilorLuxottica is considering doubling production capacity due to high demand for smart glasses.
Identified as a company betting on the growing and promising smart glasses product category.
Identified as a company betting on the growing and promising smart glasses product category.
The company is pivoting from a niche headset to smart glasses with greater mass-market potential.
Mentioned as landing the Anthropic IPO, which is a positive business win.
Mentioned as landing the Anthropic IPO, which is a positive business win.
[mutual] Meta and eyewear maker EssilorLuxottica produce Ray-Ban Meta smart glasses.
[mutual] Apple's planned AI glasses are described as similar to Ray-Ban Meta sunglasses, and both companies are betting on the smart glasses product category.
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[mutual] Both companies are identified as betting on AI-powered smart glasses as the next popular connected wearable.